Retail Banking Advisor: Home Loans & Financial Advice

Commonwealth Bank of Australia; Moe; On-site; AUD 55,000 - 73,000; Full time

Job summary

Commonwealth Bank of Australia (Moe Branch) is seeking a Customer Banking Specialist to help customers with banking needs, home loans and financial advice on-site. You will engage in meaningful conversations to tailor banking solutions and promote in-branch technology and digital options.

In a busy retail environment, you’ll demonstrate a customer-first approach, handle enquiries, support account maintenance, and process credit applications while upholding our risk and process standards.

Qualifications

• Proven experience delivering exceptional Customer Service in financial services, retail or hospitality.
• Excellent communication skills and ability to articulate financial terms clearly.
• Ability to ask the right questions, find solutions, act with integrity and place the customer at the centre.
• Able to work in a busy, commercial retail environment while seeing the big picture for customers.

Responsibilities

• Have in-depth conversations with every customer about how we can support their overall banking needs including Home Loans, Business Banking & Financial Advice
• Support customers with enquiries, maintenance on accounts and process applications for credit products
• Provide options for the customer through education and demonstration of in-branch technology and digital banking options
• Problem solve and provide effective solutions whilst championing our processes and risk-management culture

Skills

Customer Service

Communication skills

Integrity

Retail environment

Job description

Commonwealth Bank of Australia (Moe Branch) is seeking a Customer Banking Specialist to help customers with banking needs, home loans and financial advice on-site. You will engage in meaningful conversations to tailor banking solutions and promote in-branch technology and digital options.

In a busy retail environment, you’ll demonstrate a customer-first approach, handle enquiries, support account maintenance, and process credit applications while upholding our risk and process standards.